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Feb 19, 2024
02/24
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in the short term, they budgeted more for defense. unless there is pressure with all of the security threats that raises the pressure for nato countries to come up with more spending on defense. we will see what resolution they will have. it is no doubt a hard time for defense and finance ministers. >> silvia, thank you so much for the work from munich over the weekend. more for from the conference, check out cnbc.com. >>> coming up on the show, new year and new rmimbi. we will look at the tourism revenues smashed records. more coming up in two minutes. hi, my name is joann, and i lost 75 pounds on golo. the other times i've lost weight, i was tired, run down. with golo, you feel great as you lose weight. i have enough energy to exercise every day. (energetic music fades) is it possible to count on my internet like my customers count on me? it is with comcast business. keeping you up and running with 99.9% network reliability. and security that helps outsmart threats to your data. moaire dida twoo? your data, too. there's even round-t
in the short term, they budgeted more for defense. unless there is pressure with all of the security threats that raises the pressure for nato countries to come up with more spending on defense. we will see what resolution they will have. it is no doubt a hard time for defense and finance ministers. >> silvia, thank you so much for the work from munich over the weekend. more for from the conference, check out cnbc.com. >>> coming up on the show, new year and new rmimbi. we will...
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Aug 15, 2009
08/09
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or give us a call at 1-800-743-cnbc. >>> defense, defense, defense, defense, defense! >> no matter what kind of day we had in the market, you must keep one thing in mind. you must always be on defense. that's right, up day, down day, i do not care. i'm here tonight to help you play defense. that means avoiding losses. it means generally trying not to lose money so you can focus on making it. for 25 years i've run money, whether it be for my charitable trust or for wealthy people, i always focused on defense. tonight i'm trying to help you do the most important thing an investor can do. i'm trying to limit the amount of money you lose. you control your losses, and, believe me, your gains will take care of themselves. when you go to the bank, you can't say, oh, yeah, you know, i really did well, but there was one stock that i lost money on. no! so, let's get back to our "mad money" defensive game plan. 25 points of light, as i like to call it. here's rule number five. please don't look down on cash. it's always good to have a little cash on hand. hey, this is real money.
or give us a call at 1-800-743-cnbc. >>> defense, defense, defense, defense, defense! >> no matter what kind of day we had in the market, you must keep one thing in mind. you must always be on defense. that's right, up day, down day, i do not care. i'm here tonight to help you play defense. that means avoiding losses. it means generally trying not to lose money so you can focus on making it. for 25 years i've run money, whether it be for my charitable trust or for wealthy people,...
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Feb 28, 2022
02/22
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gdp in our defense >> the move is supporting defense sector trade with key stocks higher. you have gaining nearly 30%. a major gain an s across the spe let's get out to anetta to talk us through what many are calling historic u-turn from germany the reason is this represents abandonment from the german military restraint that has been in place since world war ii. it be an inflation point with the world order. talk about the moment about the historical perspective and what it means for european defense spending moving forward. >> reporter: it is historic moment i think yesterday's speech in front of parliament, olof scholz had an historic speech as a huge u-turn of the defense policy since world war tii he want to see ukraine's military be one of the strongest and best equipped in europe. that means an overhaul ever since world war ii and since the beginning of the merkel era after the fall of the soviet union. in the '80s, to give you an idea of how much our military has been shrinking, in the '80s, there were 3,500 tanks in the military right now, 300 no way we could conf
gdp in our defense >> the move is supporting defense sector trade with key stocks higher. you have gaining nearly 30%. a major gain an s across the spe let's get out to anetta to talk us through what many are calling historic u-turn from germany the reason is this represents abandonment from the german military restraint that has been in place since world war ii. it be an inflation point with the world order. talk about the moment about the historical perspective and what it means for...
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Dec 4, 2019
12/19
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there is weariness of european defense policy will french troops really come to the defense of astonia >> for them, staying close to the united states is very important. staying close to the alliances that gives them as much of a deterrent as possible is important. we should be clear here that it is vastly unlikely that russia will invade the baltics. the kremlin isn't stupid they are fully aware that they clash. it wouldn't be a fair fight. what they would be worried about is a situation where either nato has stabilized to the point where the securities don't really mean much or where we are in an advanced late putinism where things could get out of control or out of hands. they want to demonstrate where good members keep the alliance as politically cohesive as possible >> you mentioned ukraine the country that has shot into the spotlight because of the impeachment holdings in the united states. what has the the situation demonstrated with regard to security and trump's personal ambitions? >> we haven't seen any statements from other leaders even president zelensky who has been measur
there is weariness of european defense policy will french troops really come to the defense of astonia >> for them, staying close to the united states is very important. staying close to the alliances that gives them as much of a deterrent as possible is important. we should be clear here that it is vastly unlikely that russia will invade the baltics. the kremlin isn't stupid they are fully aware that they clash. it wouldn't be a fair fight. what they would be worried about is a situation...
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Oct 9, 2023
10/23
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cyclical value over defensive value. the key with this chart, a great q3 trade energy, not a super cycle in energy, but it's working. a lot of these stocks broke out in the third quarter, came back, tested the breakout. you have the base, the test of the base turning up from support in the 200-day average. i think that's a resumption in this stock. >> cyclical defensive -- >> cyclical value -- >> there we go. so, we have cme group, a stock that is on track for its best five-day stretch since march of 2022. what's your take on this? >> another area. you can own pockets of energy, of financials. security exchanges showing relative strength starting in cboe. now we're seeing it in cme group. it's another one that reversed its base. a lot of stocks coming out of bear markets in 2022, they broke higher. here's a stock that's been flat through the last two months and now breaking through this consolidation pattern. fresh highs in this tape. that's an indication of relative strength. i think that longer-term turnaround continue
cyclical value over defensive value. the key with this chart, a great q3 trade energy, not a super cycle in energy, but it's working. a lot of these stocks broke out in the third quarter, came back, tested the breakout. you have the base, the test of the base turning up from support in the 200-day average. i think that's a resumption in this stock. >> cyclical defensive -- >> cyclical value -- >> there we go. so, we have cme group, a stock that is on track for its best...
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168
Feb 29, 2012
02/12
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are these defense cuts simply not as important as they look? or maybe they're being trumped by something even bigger. could it be six of one, half dozen of another? here's the other thing, lockheed martin is not alone, there's some genuine defense pin action here. two contractors have been rallying in play and both within striking distance of their highs. the reasons, okay. first of all, as is often the case before a stock really takes off, expectations for this sector and for lockheed were very low and wall street has been negative on this group for ages. they all saw it coming. ever since the super committee failed in november, they've been bracing e ining for for the wor. congress doesn't have to figure out what to cut from the budget until next year, it's likely we won't hear about any more defense cuts until 2013. in other words, there aren't any negative near-term catalysts for the group like estimate cuts, but at the same time, the bar's been set incredibly low, that's why they'll go up on the slightest positive news or even on bad news
are these defense cuts simply not as important as they look? or maybe they're being trumped by something even bigger. could it be six of one, half dozen of another? here's the other thing, lockheed martin is not alone, there's some genuine defense pin action here. two contractors have been rallying in play and both within striking distance of their highs. the reasons, okay. first of all, as is often the case before a stock really takes off, expectations for this sector and for lockheed were...
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Sep 5, 2023
09/23
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i don't want to go defensive. i don't believe in going defensive. what you have to do is you have to be diversified and look at areas of the market where maybe you haven't seen the performance so far year to date. i think those areas could be -- we'll talk later about the sector, but beyond that sector you can look into financials, look at other sectors like in health care, and you are exploring for what's been missing in 2023, and that's my favorite word. dispersion. we haven't had it. >> what is defensive growth? what would you characterize, joe, defensive growth as? some would say defensive growth is mega cap. >> i can give you some. >> what's defensive growth? i'm not saying he is. if you say go defensive and be in defensive growth, that's one of the reasons people would make the argument they've been in mega caps. >> let me answer real quick because i think a lot of times we try to communicate an answer we know exactly what everything is, and, quite candidly, i don't know what defensive growth means. i'm sorry. i don't know how you can show me
i don't want to go defensive. i don't believe in going defensive. what you have to do is you have to be diversified and look at areas of the market where maybe you haven't seen the performance so far year to date. i think those areas could be -- we'll talk later about the sector, but beyond that sector you can look into financials, look at other sectors like in health care, and you are exploring for what's been missing in 2023, and that's my favorite word. dispersion. we haven't had it....
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May 30, 2013
05/13
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government, mainly the defense department. it's exactly the kind of business people were scared will be cut by the sequestration, which is why they sold it and shorted it. now, citigroup upgraded this morning, pointing to the titanic buyback and the fact that the company is shifting its business towards more international orders and more procurement contracts, which typically bring in higher margins. predicting what the government can go next is tricky. whatever happens, it's not too bad to buy northrop grumman. they have the cash. the buyback is staggering to me. listen, i like lockheed martin, too. they posted a 29 cents earnings beat on a report five weeks ago. what a quarter. while i am concerned about higher yielding stocks in general, one that's cheap like lockheed martin, it doesn't bother me, northrop grumman is better. i like boeing. it has a big offset. >> the house of pain. >> no. >> house of pleasure. >> especially with the orders for the 787s taking off here. the ceo is a great man. the war in afghanistan is windi
government, mainly the defense department. it's exactly the kind of business people were scared will be cut by the sequestration, which is why they sold it and shorted it. now, citigroup upgraded this morning, pointing to the titanic buyback and the fact that the company is shifting its business towards more international orders and more procurement contracts, which typically bring in higher margins. predicting what the government can go next is tricky. whatever happens, it's not too bad to buy...
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Nov 7, 2012
11/12
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is defense -- is defense a discretionary expense that could be cut, in your view? >> this is one of those items that you say where does defense fit? during times of war you have to say is it discretionary or is it mandatory? now, if defense were treated like other discretionary and had been offered a 2% haircut, you would probably have people at dod saying we can deal with that. the problem is you've doubled up and tripled down on cuts for defense and that is something that is not workable. we know that once those enlisted men and women are gone, they're not coming back. once those production lines are stopped for what we need for our troops and i have ft. campbell which primarily sits in tennessee, sits in my district, and i've had lengthy conversations with the men and women there, our enlisted men and women and our command team. that's a tough one. that's too go in and triple cut what they need to fight not only this war but the next war. >> so congressman, you've heard what your colleague has to say here. she spoke early about reducing spending on entitlements,
is defense -- is defense a discretionary expense that could be cut, in your view? >> this is one of those items that you say where does defense fit? during times of war you have to say is it discretionary or is it mandatory? now, if defense were treated like other discretionary and had been offered a 2% haircut, you would probably have people at dod saying we can deal with that. the problem is you've doubled up and tripled down on cuts for defense and that is something that is not...
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Feb 24, 2014
02/14
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defense. we are monitoring that live. we will bring it to you when it happens. >>> mark zuckerberg finishing a key address in spain. shares of facebook have been up big-time today. let's take a look. they are now up almost 4% at 71.19. take a look at a longer term chart, up 162%. remember how skeptical many investors were. not so much today. jon fortt is live in spain for us. hi, jon. >> reporter: hey, sue. two big subjects that mark zuckerberg touched on during this chat that he had. one was whatsapp, the monster acquisition from last week. mark zuckerberg talked about whatsapp, the size of that acquisition. someone asked him if he might make a bid for snap chat. he said after you spend $16 billion maybe you're done for awhile. he also talked about the size, the scale, the valuation of this acquisition. take a listen. >> there is some chance this is the one service that gets to a billion people and ends up not being that valuable. i don't think i am wrong. you can look at other messaging apps
defense. we are monitoring that live. we will bring it to you when it happens. >>> mark zuckerberg finishing a key address in spain. shares of facebook have been up big-time today. let's take a look. they are now up almost 4% at 71.19. take a look at a longer term chart, up 162%. remember how skeptical many investors were. not so much today. jon fortt is live in spain for us. hi, jon. >> reporter: hey, sue. two big subjects that mark zuckerberg touched on during this chat that he...
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Dec 7, 2012
12/12
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there hasn't been serious cuts in defense in 30 years. the defense industry is well positioned. they have plants in something in over 300 districts. there's a lot of bipartisan defense spending. for example, the defense authorization bill that just passed yesterday in the senate gave the pentagon $17 billion more than they asked for. so to think that any industry or any taxpayer or any group of people who depend on government spending can be exempted from the serious problem that we have that's caused by this deficit is a mistake. everybody is going to have to pay for this. >> dawn, right or wrong, the defense industry has this reputation of being bloated, overcharging. are we at a point where we could afford to make cuts in defense spending to try and satisfy the needs of lowering the deficit in this country? >> you know, the real issue we've already seen through the budget control act, the defense has already witnessed significant cuts. i think when you're looking at the resolution here, resolving the negotiations so we don't go to the fiscal cliff, the real issue is everybody
there hasn't been serious cuts in defense in 30 years. the defense industry is well positioned. they have plants in something in over 300 districts. there's a lot of bipartisan defense spending. for example, the defense authorization bill that just passed yesterday in the senate gave the pentagon $17 billion more than they asked for. so to think that any industry or any taxpayer or any group of people who depend on government spending can be exempted from the serious problem that we have that's...
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136
Oct 7, 2015
10/15
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just as seattle has the best defense in the nfl now, i think clorox is the highest quality defense stock in the market now. it is worth the price. the storm dollar hurts them amount worse than companies like proctor, which is doing well right now. clorox quickly found its footing. this is rebounding like crazy. the ceo is is doing a good job. 119. a few cents behind its all-time high with a 2.6% yield. how about if you want to pick up an undervalued detail. you know who is really number one this year? denver broncos. deserves more respect than it gets. some clown dropped it on the waivers. it is is just as important as what i talk about. well, maybe not as important. denver's defense has been less important over the course of the last year. we have peyton manning with the offense. denver's defense has been asked to step up. and they have done it in a major way. number one defense in terms of total yards allowed. and two interceptions in each of the three games. they have been the reason why, frankly. it reminds me of kimberly clark. consumer goods packaging company that reinvented itself
just as seattle has the best defense in the nfl now, i think clorox is the highest quality defense stock in the market now. it is worth the price. the storm dollar hurts them amount worse than companies like proctor, which is doing well right now. clorox quickly found its footing. this is rebounding like crazy. the ceo is is doing a good job. 119. a few cents behind its all-time high with a 2.6% yield. how about if you want to pick up an undervalued detail. you know who is really number one...
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Jan 22, 2021
01/21
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on some defense stocks, you can get double the free cash flow yield. you haven't seen that would relative valuation for quite a few years. they're in a lot of skepticism currently reflected in shares right now. i think the challenge is getting someone to step over the line and say that's where i want to be now, given expectations around recovery. this is not a recovery industry. given expectations around the deficit conversation as i mentioned, the political alignment is something that matters this year, and maybe it's the august debt ceiling, which would be the catalyst to make people talk about a bit more, so i think they're sensing some trepidation >> the political situation in the first 100 days, looking around the world, china obviously we've had incredible tensions from an economic to national security standpoint you've got the new start nuclear treaty with russia, plus the hack that's rolling out, north korea, as you look around the world, how would you assess the geopolitical situation, including priorities around the biden administration. >> t
on some defense stocks, you can get double the free cash flow yield. you haven't seen that would relative valuation for quite a few years. they're in a lot of skepticism currently reflected in shares right now. i think the challenge is getting someone to step over the line and say that's where i want to be now, given expectations around recovery. this is not a recovery industry. given expectations around the deficit conversation as i mentioned, the political alignment is something that matters...
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168
Feb 9, 2013
02/13
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first female secretary of defense. i have an opportunity to do something positive here with someone who's already served in my administration, whose competence is beyond doubt. it's got to be framed in such a way he can pull out and then you'll see democrats back away from hagel and say we had trouble with him all along. >> this woman has a plan. she has a plan for the 10% budget cut. slim down the civilian, take out some of the base that is we don't need. deal with the underfunding of the health care plans. she actually presented a coherent plan that could get bipartisan support. >> what's new is the circumstances we're in. and unlike the late 1980s when we were coming into the late stages of winning the cold war, we're now in a situation where we have new threats but very limited resources. and what we need everybody agrees is somebody who understand how to mansion those resources. this is a job for a policy wonk, for a number cruncher, someone who sits in their office with a computer. chuck hagel is not that guy. >>
first female secretary of defense. i have an opportunity to do something positive here with someone who's already served in my administration, whose competence is beyond doubt. it's got to be framed in such a way he can pull out and then you'll see democrats back away from hagel and say we had trouble with him all along. >> this woman has a plan. she has a plan for the 10% budget cut. slim down the civilian, take out some of the base that is we don't need. deal with the underfunding of...
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93
Jun 10, 2019
06/19
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i play any technology through defense contractors. this is where you get great technology exposure without having the vagueries of i'm the next, you know, twitter or what have you >> interesting >> broader question, carter since we have, you how do the markets like right now >> we have a selloff that is unprecedented. you have the biggest rally on the year incredible thing we're still just churning. we've been doing this for 15 months with volatility if cash getting stocks, corporate beating stocks, what is the proposition that somehow stocks are going to come back? is it because of trade or tariff that's don't exist it's all the cycle feels very peakish. >> carter, thank you carter braxton where do you go in defense >> i would play the underperformer i would go to general dynamics if you hook at it, it's a well diverse play you have aerospace, information, tech they're all split up and the same amount of billions in revenue. >> they had no one can say okay, i own one segment of the defense sector and since it's been underperformer, i
i play any technology through defense contractors. this is where you get great technology exposure without having the vagueries of i'm the next, you know, twitter or what have you >> interesting >> broader question, carter since we have, you how do the markets like right now >> we have a selloff that is unprecedented. you have the biggest rally on the year incredible thing we're still just churning. we've been doing this for 15 months with volatility if cash getting stocks,...
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335
Sep 28, 2012
09/12
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defense, health care, transportation. >> we're significantly underweight defense for that reason. a lot of the programs they're working on, you know, tank problems are probably not the most relevant products. it's like cold war technology. we're underweight defense. that seems like the obvious one. i haven't thought of too many other sectors. >> the best single acting group in a presidential year since 1950 are the defense stocks. they always do best in the fourth year. they have had a big run since june. might be time to take a little off the table there. there will be a psychological move out of these because of the sequestration, which comes from the latin word for hide. >> i knew you'd get one in there. thanks, guys. >> we'll see you soon. >> heading toward the close, 15 minutes left. the last closing bell before the end of the quarter. the dow down 49 points. that selloff a moment ago, never mind. >> never mind. coming up in the next hour, he's the prime minister of one of the wealthiest nations of the world. he controls what qatar invests in. my interview with him and what h
defense, health care, transportation. >> we're significantly underweight defense for that reason. a lot of the programs they're working on, you know, tank problems are probably not the most relevant products. it's like cold war technology. we're underweight defense. that seems like the obvious one. i haven't thought of too many other sectors. >> the best single acting group in a presidential year since 1950 are the defense stocks. they always do best in the fourth year. they have...
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24
Jul 12, 2018
07/18
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eye 24
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one last question i want to bring up 4% defense spending target, the u.s. thelmselves are not spendig 4% so i wonder where that number came from. >> your guess is as good as mine but that's something with much of what the president says and tweets is open to interpretation and something i have been saying all along this morning is you have to remember that the president is also always thinking and tweetding to his base of supporters and people that elected him and this plays well with him at home. >> thank you for bringing us the latest from nato and we'll be seeing you tomorrow now for more on past attempts to get nato allies to raise defense spending head to our website cnbc.com and if you want to get involved in the conversation email us and you can follow us on twitter coming up, china is shocked by america's latest move as the trade war between the two super powers wages o n. olay ultra moisture body wash gives skin the moisture it needs and keeps it there longer with lock-in moisture technology skin is petal smooth after all, a cleanser's just a clean
one last question i want to bring up 4% defense spending target, the u.s. thelmselves are not spendig 4% so i wonder where that number came from. >> your guess is as good as mine but that's something with much of what the president says and tweets is open to interpretation and something i have been saying all along this morning is you have to remember that the president is also always thinking and tweetding to his base of supporters and people that elected him and this plays well with him...
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168
Dec 3, 2012
12/12
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eye 168
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about half of those would be defense. if you look at those million or so defense jobs that are at risk, about half of them are small businesses that would be impacted. they don't get maybe quite the same headlines as utc or north up there grom monday or lockheed martin, some others, but these are companies across the united states that make up aerospace industry association. 200, 300, 400-people companies that are at risk right now. >> david, thank you. appreciate it. >>> if you are a fan of the show "homeland," you are going to lot of true story we have coming up. details of the plan to double america's spy network. >>> and now for our fun fact of the day. on this day in 1931, alka seltzer hit the market. that's 81 years of easing your indigestion and headaches. hallelujah for that. she keeps you guessing. it's part of what you love about her. but your erectile dysfunction - you know, that could be a question of blood flow. cialis tadalafil for daily use helps you be ready anytime the moment's right. you can be more conf
about half of those would be defense. if you look at those million or so defense jobs that are at risk, about half of them are small businesses that would be impacted. they don't get maybe quite the same headlines as utc or north up there grom monday or lockheed martin, some others, but these are companies across the united states that make up aerospace industry association. 200, 300, 400-people companies that are at risk right now. >> david, thank you. appreciate it. >>> if you...
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194
Jan 22, 2013
01/13
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because of a robust defense order and the need for defense companies to grow. i believe it is going to go higher. the latest quarter reported back in november was fabulous. 41 cent earnings beat. the company has a $6.4 billion backlog and had a ratio of 4.2 and management raised it's guidance. they boosted the dividend and that size dividend hike is a bullish statement by management. they believe the business is going to bget better. do you know that is the equivalent of 9% of the market? this is a serious chunk of what is traded. the shortage here is what is coming. they have a huge contract with the army. it could be worth at least $2 billion and they want to make a deal with the navy. they have ordered for the airbus for the military car goplane this is a defense business and one that is in excellent shape and only getting better. the fact is even though atk is at a 52 week high, i think the tock is cheap and it has become an underperformer so it is high now, but let's go back to the low in march of 2009. since then it has doubled more than 100%. but aliante
because of a robust defense order and the need for defense companies to grow. i believe it is going to go higher. the latest quarter reported back in november was fabulous. 41 cent earnings beat. the company has a $6.4 billion backlog and had a ratio of 4.2 and management raised it's guidance. they boosted the dividend and that size dividend hike is a bullish statement by management. they believe the business is going to bget better. do you know that is the equivalent of 9% of the market? this...
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245
Mar 7, 2020
03/20
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mike khouw out west. >> you know, as a defensive play, i like defense, specifically lockheed martin use the risk reversal and looking at the slv trade i would calm the backward dated calls. >> speak for me. lnt, slv. >> taking advantage of the inverted term structure and buying the march 157 straddles. >> technology grinds lower, selling call credit spreads. >> selling call credit spreads. >> we did a little different but big week incredible week that's it for us see you next week. a very important "mad money" with jim cramer starts right now. - [announcer] the following program is a paid advertisement for the nuwave brio digital air fryer, sponsored by nuwave. live well for less. we all love fried foods, (crunching) but yuck! (sizzling) that means scoops of grease, blobs of butter, or gallons of oil, just to fry. this adds up to a lot of unhealthy fat in your diet, year after year. stop! (slamming) now, you can cut out all the added fat, and still keep all the flavor with the new brio digital air fryer by nuwave, the world's first digital air fryer with flavor infusion technology. comi
mike khouw out west. >> you know, as a defensive play, i like defense, specifically lockheed martin use the risk reversal and looking at the slv trade i would calm the backward dated calls. >> speak for me. lnt, slv. >> taking advantage of the inverted term structure and buying the march 157 straddles. >> technology grinds lower, selling call credit spreads. >> selling call credit spreads. >> we did a little different but big week incredible week that's it...
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0.0
Jun 18, 2022
06/22
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i think there's defense in defense. and you know, one of the other things of course is that we have a real fundamental driver here when we talk about especially the big defense names. so for one thing, i don't need to remind anybody, we have a war going on in europe these elevated geopolitical risks essentially are going to create a floor for defense spending and in the case of many western european countries like germany and so on, we are hearing them talk about finally increasing their defense spending the other thing i would say is that as a sector, this is very attractive the value. i happen to be looking at lockheed martin and this one is particularly attractively valued we're going to look that in a second, but the important thing to remember about this as a group is that they tend to be recession resistant. take a look at some of these names and look at what happened to their revenues in the credit crisis and most other economic pullbacks we've seen and they remain static. these are long-term contracts they are i
i think there's defense in defense. and you know, one of the other things of course is that we have a real fundamental driver here when we talk about especially the big defense names. so for one thing, i don't need to remind anybody, we have a war going on in europe these elevated geopolitical risks essentially are going to create a floor for defense spending and in the case of many western european countries like germany and so on, we are hearing them talk about finally increasing their...
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Aug 31, 2022
08/22
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ps a dit for some of the defense names. general dynamic up 11%.ps a dif for some of the defense names. general dynamic up 11%.a differr some of the defense names. general dynamic up 11% and my next guest has an outperform rating on his top picks but he says there are short and long term catalysts. tim herbert is our aerospace and defense analyst. thanks for being with us in your note, the defense sectors trading at 5 percent premium to the market compared to the 11% discount with -- so these are relatively expensive why buy them now >> yeah, good afternoon. that is a great question but i do think that we are looking at a new reality here and i've highlighted a number of reasons. one, just very tacticallynear term, if you are concerned about broader economic pressures, you can getti access to a sector tht generates phenomenal cash flow and a sector that i think will benefit from fundamentals that are strengthening and not fully reflected in sentiment so i think that it is a sector that has had a great run i do think that the
ps a dit for some of the defense names. general dynamic up 11%.ps a dif for some of the defense names. general dynamic up 11%.a differr some of the defense names. general dynamic up 11% and my next guest has an outperform rating on his top picks but he says there are short and long term catalysts. tim herbert is our aerospace and defense analyst. thanks for being with us in your note, the defense sectors trading at 5 percent premium to the market compared to the 11% discount with -- so these...
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Feb 7, 2018
02/18
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the bull market defense and i mean the defense part of aerospace is getting stronger. which brings me to my favorite pure defense in this market. lockheed martin, raytheon, and then harris corp these are high-tech arms dealers. lockheed and raytheon focus on missiles while -- seems to be the new way of doing things here in the u.s putting boots on the ground in someone else's war tends to be unpopular. an air campaign faces little resistance domestically. let's start with lockheed martin it is the aerospace and defense titan that makes we first heard about it when we went up to united technologies the f-35 is growing like crazy allies are adopting all over the year which makes helicopters think black hawks, sea hawks and all kinds of transportation heavy lifting chopper for both commercial and military operation. it turns out to be a smart move. missile and fire control business seen tremendous demand. lockheed finished last year with $100 billion worth of record orders next up is my personal favorite one that leaped to the four after this last quarter and it is raythe
the bull market defense and i mean the defense part of aerospace is getting stronger. which brings me to my favorite pure defense in this market. lockheed martin, raytheon, and then harris corp these are high-tech arms dealers. lockheed and raytheon focus on missiles while -- seems to be the new way of doing things here in the u.s putting boots on the ground in someone else's war tends to be unpopular. an air campaign faces little resistance domestically. let's start with lockheed martin it is...
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Mar 28, 2013
03/13
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we're beefing up our missile defense in alaska. that's good for these companies, orbital sciences was picked by fbr as a top pick thinking that it's a rocket and target business is what it does for missile defense could now be 25% higher than previously expected. so and, of course, china's building an aircraft carrier. though it doesn't have that fleet to protect it. those are the things as we switch the pacific that you have to watch and which companies are doing things that will be able to respond to that? >> jane, we'll leave it there. thank you and have a good weekend. >> you too. >> and today the philadelphia defense index hitting a new 52-week high. let's play the good, the bad and the ugly with guy adami tonight. first the good, last month guy was constructing a trade on a home improvement name. take a listen. >> regardless of the housing market we're in, it's a sweet spot for home depot. they always overdeliver and their balance sheet is teflon. not only is the dividend secure, but look at the $17 billion buyback they had t
we're beefing up our missile defense in alaska. that's good for these companies, orbital sciences was picked by fbr as a top pick thinking that it's a rocket and target business is what it does for missile defense could now be 25% higher than previously expected. so and, of course, china's building an aircraft carrier. though it doesn't have that fleet to protect it. those are the things as we switch the pacific that you have to watch and which companies are doing things that will be able to...
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Nov 15, 2019
11/19
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department of defense, keep america and allies safe. that's why we're building artificial intelligence hardware and software we have a few competitive advantages we have a strong team that comes from areas where experts in autonomy, computer, networking, those things are lockheed, raytheon, traditional defense prime minister are good at building aircraft carriers, fighter intercepters, don't have the world's best talent for at physical intelligence. -- for artificial intelligence we think we can add value there. >> some would say these are big companies, sizable r&d budgets, smart engineers, big lobbying arms isn't it tough to ultimately displace these giants? >> in a way size works in our favor. if there was a big landscape of smaller highly competitive players, i think we have a harder time raising money. as it is, investors look and say the whole field is dominated by a handful of players that make all of the money, they're old, slow moving, don't have all of the best talent. that type of market is the one where you can believe the m
department of defense, keep america and allies safe. that's why we're building artificial intelligence hardware and software we have a few competitive advantages we have a strong team that comes from areas where experts in autonomy, computer, networking, those things are lockheed, raytheon, traditional defense prime minister are good at building aircraft carriers, fighter intercepters, don't have the world's best talent for at physical intelligence. -- for artificial intelligence we think we...
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Oct 9, 2023
10/23
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if you want to play defense, they have great fortress balance sheets. i think even in a tough economic environment they have businesses that should be resilient in a recession. so, they'll weather the storm better than most other companies. >> i think the knock would be, okay, i hear you on all of that, but the valuations are a problem for some based on how they're, you know, looking at where earnings are going to be, where growth has been, where rates are. how do you counter that? >> we try to pick and choose. for us, google and meta are two favorite names amongst the mag seven. both of them we think trade at actually reasonable valuations. they're both around 20 times next year's earnings and both have great catalysts. for google, they have a new ai model they're releasing, gemini. on meta, it's been a year of efficiency for mark zuckerberg, but it's also been a year of accelerated progress. that's been underreckless endangermented. i think meta is innovating at a faster pace than they have over the last five or ten years. >> you wouldn't own amazon o
if you want to play defense, they have great fortress balance sheets. i think even in a tough economic environment they have businesses that should be resilient in a recession. so, they'll weather the storm better than most other companies. >> i think the knock would be, okay, i hear you on all of that, but the valuations are a problem for some based on how they're, you know, looking at where earnings are going to be, where growth has been, where rates are. how do you counter that?...
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Feb 13, 2023
02/23
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a lot of question marks here more defense spending, going to be good for all the defense players if we see it. >> the other way to look at the fact that stocks are at their highest level since 2020 is to say the defense stocks have yet to recover where they were before covid they've kind of been lagging as a group. every time we see these headlines we see these stocks tend to rally but the sustain ability -- i mean, i'm not saying there is a major bear case here, obviously spending is what it is, but you wonder a little bit about kind of jumping in on these headlines when to your point there's still some, you know, bills that have to be run through congress to see how much which actually are going to increase this number by. >> and i think that's part of the take away for investors, specifically investors in the aerospace and defense sector on the heels of the chinese perspective spy balloon from eight, nine days ago, that was shot down eight or nine days ago and these three unidentified objects that were clearly noticed and shot down in the wake of that situation and the fact that pen
a lot of question marks here more defense spending, going to be good for all the defense players if we see it. >> the other way to look at the fact that stocks are at their highest level since 2020 is to say the defense stocks have yet to recover where they were before covid they've kind of been lagging as a group. every time we see these headlines we see these stocks tend to rally but the sustain ability -- i mean, i'm not saying there is a major bear case here, obviously spending is...
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Apr 3, 2013
04/13
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ge really not defense. still look at ge, noc and gd. >> the sec says it's a okay for companies to now release material information on social media platforms like twitter and facebook. is this any company on any social media platform? >> that's right, brian. the key thing is that companies need to let investors know where to look. the sec says companies can share information on facebook, twitter, or other social media platforms as long as they alert investors so no one has an unfair advantage. they are not selected disclosure. with this decision the sec will not take action after questioning whether his announcement of a monthly viewing number for netflix on facebook broke the law. this gives companies the green light to communicate much more on facebook, twitter, and linked in. it could mean a surge in traffic and activity for all of those social stocks. facebook saying we welcome and agree that facebook is an established means for companies and individuals to share and disseminate information properly. thi
ge really not defense. still look at ge, noc and gd. >> the sec says it's a okay for companies to now release material information on social media platforms like twitter and facebook. is this any company on any social media platform? >> that's right, brian. the key thing is that companies need to let investors know where to look. the sec says companies can share information on facebook, twitter, or other social media platforms as long as they alert investors so no one has an unfair...
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Oct 26, 2023
10/23
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let's bring in danny cevalos it's rare that a defense in a case is put on the stand by his defense. what are the risks both for the defense and for the prosecution in having to question and cross-examine this principal. >> for centuries, the rule is never, ever put your client on the stand. in the last few years, that trend appears to be moves in a different direction in high-profile cases sieve seen several high-profile devils, some with some success, some with zero success the government has built quite an impressive case, this may be as simple as an act of desperation. the pitfalls for the government are no that, no matter how well versed the cross-examining attorney may by in his bits, it is doubtful he knows as much about the business as friedman himself. so there's some traps. >> danny, what about this particular move of dismisses the jury so evidently the judge can listen to the testimony and, what, figure out if he's going to do himself too much damage before the jury? >> no, in fact this goes back to september. the judge issued a order limiting the kind of evidence that the
let's bring in danny cevalos it's rare that a defense in a case is put on the stand by his defense. what are the risks both for the defense and for the prosecution in having to question and cross-examine this principal. >> for centuries, the rule is never, ever put your client on the stand. in the last few years, that trend appears to be moves in a different direction in high-profile cases sieve seen several high-profile devils, some with some success, some with zero success the...
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May 16, 2018
05/18
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and when the major defense contractors reported earlier this season. the three largest pure play american defense contractors, their stocks just got obliterated. even if their numbers were, i would say most of them pretty strong since then, they bounce offer the lowest levels. as president trump pulled out of the iran nuclear deal and now critical tensions across the middle east. however, the whole group is still down substantially from its highs. some of these are down year-to-date despite what i would consider to be phenomenal performance. what happened here with the defense stocks taken out back and shot or did they merely take a breather before beginning their next leg higher should we view the stocks of lockheed, raytheon and nor thereupon grumman as buys? or is there some reason to steer clear of this red hot cohort lockheed martin makes the joint fighter. they have also got a big helicopter business and a booming missile and fire control business think radar and sensors, not to mention anti-missile services and drone aircraft as for raytheon, a
and when the major defense contractors reported earlier this season. the three largest pure play american defense contractors, their stocks just got obliterated. even if their numbers were, i would say most of them pretty strong since then, they bounce offer the lowest levels. as president trump pulled out of the iran nuclear deal and now critical tensions across the middle east. however, the whole group is still down substantially from its highs. some of these are down year-to-date despite...
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Mar 7, 2022
03/22
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is telling me the market is defensive. from the growth perspective, i'm not finding too much and i'm waiting for thoses technicals to improve. i don't believe in being invested fully in the markets at all time i believe in being defensive with the corrections >> the defensive for the day ahead. joe fahmy, thank you >>> let's get a look at the eu european markets we are awaiting the comments from u.s. secretary of state blinken. we have the exposure to the commodities and energy giants within that index there. you are seeing less weight than the cac down by 4% the dax is down more than that in germany heavy down day across the ureure markets. we had basic resources in oil and gas in the green brent crude and wti surging at $130 a barrel for brent. now back to around the 127 mark. this is felt at pumps around the world and impact on companies everywhere including anybody that moves anything around. you see retail off constructions and materials. anything impacted by input prices banks with a heavy sector. down 5.5% in europe
is telling me the market is defensive. from the growth perspective, i'm not finding too much and i'm waiting for thoses technicals to improve. i don't believe in being invested fully in the markets at all time i believe in being defensive with the corrections >> the defensive for the day ahead. joe fahmy, thank you >>> let's get a look at the eu european markets we are awaiting the comments from u.s. secretary of state blinken. we have the exposure to the commodities and energy...
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May 17, 2023
05/23
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when you look at how the defense stocks performed during the years when the defense budget was actually being cut, most of them significantly outperformed the s&p 500. it's counter intuitive, but it's what happened. i got the number in 2012, northrop grumman, lockheed and huntle on the ingles all crownsed the s&p. northrop grumman up 152% lockheed up 138% general dynamics, look at this, general dynamics up 107% hunting on the ingalls were 260% all when the s&p was up 64%. that's some outperformance when you look at the actual data from the years of lower defense spending, it tells you you want to be a bir of the defense contract fors if they keep gettg hit. especially the kind of sharp emotional sell-off we saw in 2011 sure, there are differences between now and then for example, it's not encouraging that there seems to be more republicans looking to cut defense spending than any other time in recent history back in 2011, military spending was still sacrosanct, and it still got cut. so maybe the compromise this time ends up being worse for the military industrial complex. wouldn't that
when you look at how the defense stocks performed during the years when the defense budget was actually being cut, most of them significantly outperformed the s&p 500. it's counter intuitive, but it's what happened. i got the number in 2012, northrop grumman, lockheed and huntle on the ingles all crownsed the s&p. northrop grumman up 152% lockheed up 138% general dynamics, look at this, general dynamics up 107% hunting on the ingalls were 260% all when the s&p was up 64%. that's...
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Jul 5, 2018
07/18
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stocks >> so if defensive stocks are not defensive in your view, pete, technology is defensive? >> i think it is because the fundamental story is there and the growth story is -- >> how can technology be a great sector to be in when you need defense and when you don't need defense and they're both ways. >> i'll give you a great example of a defensive stock would be a microsoft. when you look at the growth and the cloud aspect of it which is what satya nadella was set out to do so when established as the ceo. he looked for the growth area that he came from. that's where they're going and when i look at their dividend and the buybacks and the fundamental story of a microsoft as one example, i think there is a great opportunity. i think $100 seems cheap for a most i think it's a $110 and a $is 15 stock. five years ago we've had some areas where we've needed defensive stocks and needed some growth stocks and technology by and large has outperformed for the last five years and probably longer than that, as well. >> does it make it defensive >> unfortunately, both unfortunately, right
stocks >> so if defensive stocks are not defensive in your view, pete, technology is defensive? >> i think it is because the fundamental story is there and the growth story is -- >> how can technology be a great sector to be in when you need defense and when you don't need defense and they're both ways. >> i'll give you a great example of a defensive stock would be a microsoft. when you look at the growth and the cloud aspect of it which is what satya nadella was set out...
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Mar 5, 2023
03/23
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>>> the defensive defense trade on raytheon. mike khouw, carter worth, and brian stutland let's get into it with the trades heard around the world this week. the fxi, eem and ewz seeing heavy volume as traders look for gains from china to brazil and everywhere in between. what do the technicals say about this globe trotting group? carter, take us around the world in charts. >> sure, what we know, of course, on a long-term basis, emerging markets are pretty massive underperformers of developed markets. now, right now, if you look at the msci, emerging market index, which the eem is based off of, we are bet all-time lows, relative lows seen in 2000 made sense the dotcom peak. the question is now that we've gone back to that extreme underperformance is this a bit of a base and a bottom that brings up the here and now charts kwb, you could use fxi, any number of things, but that has all the elements of a bearish to bullish reversal the iteration on the screen, the moving average, the smoothing mechanism, the 150-day turning, but you
>>> the defensive defense trade on raytheon. mike khouw, carter worth, and brian stutland let's get into it with the trades heard around the world this week. the fxi, eem and ewz seeing heavy volume as traders look for gains from china to brazil and everywhere in between. what do the technicals say about this globe trotting group? carter, take us around the world in charts. >> sure, what we know, of course, on a long-term basis, emerging markets are pretty massive underperformers...
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Jan 31, 2020
01/20
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got better and the defense dominated. it was eye-opening in 2018 the defense nothing special but they drafted nick bosa from ohio state he has made a huge difference. so what is the stock market equivalent on a day where the average has plummeting, you know what was up the san francisco based clorox they missed the quarter, missed several quarters and didn't help they made door forecasts for 2020 but over the past few months the stock has made a phenomenal comeback. some of that because the ceo made if good and said things are are good and clorox is the good stock that works during an epidemic also just like the 49ers defense led by the great robert soya, clorox has good leadership in the form of ben odure. the company reports on tuesday we'll find out more about how defense it is. my charitable trust is buying it but it has more to do with the epidemic near clorox or the 49ers defense is perfect the achilles he'll is pass defense. and while they're having a career, for clorox the poesh is generic competition but this is
got better and the defense dominated. it was eye-opening in 2018 the defense nothing special but they drafted nick bosa from ohio state he has made a huge difference. so what is the stock market equivalent on a day where the average has plummeting, you know what was up the san francisco based clorox they missed the quarter, missed several quarters and didn't help they made door forecasts for 2020 but over the past few months the stock has made a phenomenal comeback. some of that because the ceo...
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Dec 4, 2020
12/20
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how proud he was to introduce this 60th annual defense authorization act last night. and then the president at about 1:00 in the morning tweeting but doesn't get rid of big tech's wind fall, section 230, a grave threat to national security. i will veto. so this is a $740 billion defense spending bill that includes a raise for the troops.president threatening t >>> a koouchlt thincouple thinge i would imagine there is some bipartisan support democrats and republicans probably by the way could have beefed themselves with social media companies that just want to be absolved from everything it is our platform, but we can't be responsible for what people post i would imagine that there is some bipartisan support for this some tweaks or changes let me ask you a dumb question why would this go into the defense bill, why is this bill the place where people are looking to tuck in 230 >> well, look, there is no particular reason why it would go in the defense bill the president simply wants to go -- because this is one of the last big bills that is moving in this congress and i
how proud he was to introduce this 60th annual defense authorization act last night. and then the president at about 1:00 in the morning tweeting but doesn't get rid of big tech's wind fall, section 230, a grave threat to national security. i will veto. so this is a $740 billion defense spending bill that includes a raise for the troops.president threatening t >>> a koouchlt thincouple thinge i would imagine there is some bipartisan support democrats and republicans probably by the way...
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May 19, 2022
05/22
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all right, guys, the defense industry is booming right now. it's not talked about enough this is why i like raytheon. listen, there's still much money to be made in this stuck much more money. a more selective market, is it time to circle back to bankable themes then i'm offering him a few ideas to get the economy back on track, and i'm a little tougher than you might expect. you don't want to miss it. tonight's edition of the lightning round. stay with cramer ♪ ♪ bonnie boon i'm calling you out. everybody be cool, alright? we've got bonnie right here on a video call. we don't take kindly to video calls. oh, in that case just tap to send a message. we don't take kindly to messages neither. in that case how 'bout a ringcentral phone call. we don't take kindly to no... would you can it eugene! let's just hear her out. ha ha ha, i've been needing a new horse. we've got ourselves a deal. ♪ ♪ ♪ ringcentral ♪ this is not the stallion i was imagining. in one second, sara. yes! will get a job offer somewhere sunnier. relocating in weeks. w
all right, guys, the defense industry is booming right now. it's not talked about enough this is why i like raytheon. listen, there's still much money to be made in this stuck much more money. a more selective market, is it time to circle back to bankable themes then i'm offering him a few ideas to get the economy back on track, and i'm a little tougher than you might expect. you don't want to miss it. tonight's edition of the lightning round. stay with cramer ♪ ♪ bonnie boon i'm calling...
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0.0
Feb 13, 2024
02/24
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is the modern air defensive system defense sy patriots, it allows us to supply energy and heating to our residents. this money is needed for increasing of air defense systems for ukraine. it is directly influencing the supply of electricity and heat. >> what is your level of concern regarding the republicans increasing amount of opposition to supplying further aid to ukraine? how worried are you about the potential to get more money out of the u.s.? >> you know, i think that is very important to understand that all the attacks which russians still continue, that is the main goal of the attacks to make ukrainians suffer. they don't even hide these goals. that's why when we are talking about the package and i was in the city in november and had discussions with representatives. we are still having the war and we are protecting the values. the consensus of the delay is very important. you understand, this is impacting the people in ukraine. >> how has the energy situation this winter differed from the prior winter in terms of what you have done to safeguard the energy supply? >> this wi
is the modern air defensive system defense sy patriots, it allows us to supply energy and heating to our residents. this money is needed for increasing of air defense systems for ukraine. it is directly influencing the supply of electricity and heat. >> what is your level of concern regarding the republicans increasing amount of opposition to supplying further aid to ukraine? how worried are you about the potential to get more money out of the u.s.? >> you know, i think that is very...
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Jun 19, 2022
06/22
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there's defense in defense. one of the other things is we have a fundamental driver when we talk about the defense name. the one thing i don't need to remind anybody, we have a war going on in europe. essentially they're going to create a defense setting. in the case of western european countries like germany and so on, hearing them talk about increasing spending. this is attractively valued. i happen to be looking at lockheed martin. during the credit crisis and most economic pull backs we have seen, th remain. these are long term contracts they're referring to. in many cases, unfortunately for taxpayers. they're able to pass along elevated costs they have it's average ten year evaluation looks closer to 15.8 times. we're more than 2.8 times cheaper. if you're -- tony is look at apple. we're looking at a name that pulled back significantly just recently. it's pulled back to that level where the stock was essentially before russia invaded ukraine. this is an attractive entry point to my eye. i was looking at sep
there's defense in defense. one of the other things is we have a fundamental driver when we talk about the defense name. the one thing i don't need to remind anybody, we have a war going on in europe. essentially they're going to create a defense setting. in the case of western european countries like germany and so on, hearing them talk about increasing spending. this is attractively valued. i happen to be looking at lockheed martin. during the credit crisis and most economic pull backs we...
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Dec 3, 2021
12/21
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we have high quality defensive names. these are consumer staple companies and health care companies. these are all great companies, all high-quality companies the problem is, they are only about 15% of the stock market. none of this, none of these defensive names are enough to sustain any kind of rally in the stock market and you see that today so the market's in a little bit of a difficult situation we are dealing with some richly priced stocks. there is some risk in the market people are naturally derisking in the most risky stocks byes, this makes perfect sense, but it's little bit gut wrenching to watch it. and we just need a little more clarity on omicron and the fed's intentions that we will get that december 15th. >> some of the names are markedly higher when compared to the rest of the market with gains of 2% or so. >>> bond yields falling today, too, after the jobs report disappoints. rick santelli is in chicago tracking it all for us hi, rick. >> indeed, it was a very peculiar jobs report we saw the post covid l
we have high quality defensive names. these are consumer staple companies and health care companies. these are all great companies, all high-quality companies the problem is, they are only about 15% of the stock market. none of this, none of these defensive names are enough to sustain any kind of rally in the stock market and you see that today so the market's in a little bit of a difficult situation we are dealing with some richly priced stocks. there is some risk in the market people are...
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Nov 24, 2014
11/14
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, but chuck hagel has been no ordinary secretary of defense. as the first enlisted combat veteran to serve in that position, he understands our men and women like few others because he stood where they stood, he's been in the dirt, and he's been in the mud. and that's established a special bond. he sees himself in them and they see themselves in him. their safety, their lives, have always been at the center of chuck's service. when i asked chuck to serve as secretary of defense we were entering a significant period of transition. the draw down in afghanistan, the need to prepare our forces for future missions and tough fiscal choices to keep our military strong and ready. over nearly two years, chuck has been an exemplary defense secretary, providing a steady hand as we modernize our strategy and budget to meet long-term threats while still responding to immediate challenges like isil and ebola. last month chuck came to me to discuss the final quarter of my presidency and determined that having guided the department through this transition, it
, but chuck hagel has been no ordinary secretary of defense. as the first enlisted combat veteran to serve in that position, he understands our men and women like few others because he stood where they stood, he's been in the dirt, and he's been in the mud. and that's established a special bond. he sees himself in them and they see themselves in him. their safety, their lives, have always been at the center of chuck's service. when i asked chuck to serve as secretary of defense we were entering...
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Dec 18, 2021
12/21
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>> kim potter, the former police officer who shot and killed daunte wright, on the stand in her own defense. >>> schools nationwide disrupted. police forced to increase patrols. all because of an alleged viral hoax >> it's social media if they can put it out there, it can be caught. >>> covid hitting hard restaurants closing. nfl games postponed. now a new strategy to keep kids in the classroom what the cdc is calling for. >>> a last-minute holiday shopping blitz millions set to hit the stores now retailers are preparing for super saturday >>> a major vaccine setback for young kids >>> a new probe into buy now pay later services >>> and can spider-man save the theaters with rising covid spread >> announcer: live from cnbc, the facts. the truth. "the news" with shepard smith. >>> good evening the situations playing out in parts of our country right now are both jarring and familiar. covid is spreading, fast and hospitalizations are rising. the virus once again disrupting everything from live performances to restaurants to schools and sports the nfl announced today it's postponing three games
>> kim potter, the former police officer who shot and killed daunte wright, on the stand in her own defense. >>> schools nationwide disrupted. police forced to increase patrols. all because of an alleged viral hoax >> it's social media if they can put it out there, it can be caught. >>> covid hitting hard restaurants closing. nfl games postponed. now a new strategy to keep kids in the classroom what the cdc is calling for. >>> a last-minute holiday...
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Dec 1, 2009
12/09
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that gives us the opportunity to look at defense stocks. the s&p space and defense index up. today is trading higher again by a percent and a half. joining us to discuss, howard rovell -- which stocks do you think benefit? >> i like general dynamics. atk and north rup. >> alex? >> i don't really follow those. i tend to concentrate more on the nichey plays. those are great companies, but i want to focus ton names that i think are going to benefit from the surge that's probably going to be announced tonight and potentially from the pressures on the defense. i like man tech, ka ki, nci. these are companies that provide support to the troops in the middle east. >> 30,000 more troops or some such, i would think services and costs and ammunition. we got breaking news we're going to switch to michelle. hank with us. >> hey, there, larry. yes, we've just heard the first comments from the ceo of general electric about the proposed deal between nbc universal and comcast. he was asked here in washington, d.c. and said, i can't talk about it, but he said you always have to be thinking ab
that gives us the opportunity to look at defense stocks. the s&p space and defense index up. today is trading higher again by a percent and a half. joining us to discuss, howard rovell -- which stocks do you think benefit? >> i like general dynamics. atk and north rup. >> alex? >> i don't really follow those. i tend to concentrate more on the nichey plays. those are great companies, but i want to focus ton names that i think are going to benefit from the surge that's...
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Jun 19, 2017
06/17
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from kelly to other ceos of defense contractors, more meetings than ever before defense in demand and seeing that in paris. back to you. >> great stuff we look forward to on-going coverage through the day lots of exclusive interviews to come. >>> still ahead on "worldwide exchange." live in cannes, battle for ad space is brutal. who is competing, what's at stake. stay tuned back in a couple of minutes. ♪ anyone can dream. making it a reality is the hard part. northrop grumman command and control systems always let you see the complete picture. and we're looking for a few dreamers to join us. thithis is the new new york.e? think again. we are building new airports all across the state. new roads and bridges. new mass transit. new business friendly environment. new lower taxes. and new university partnerships to grow the businesses of tomorrow today. learn more at esd.ny.gov >>> good morning welcome to "worldwide exchange." up to speed on the market picture. u.s. futures taking a lead from asian and european trade which is positive. decent moves infutures market, particularly from nas
from kelly to other ceos of defense contractors, more meetings than ever before defense in demand and seeing that in paris. back to you. >> great stuff we look forward to on-going coverage through the day lots of exclusive interviews to come. >>> still ahead on "worldwide exchange." live in cannes, battle for ad space is brutal. who is competing, what's at stake. stay tuned back in a couple of minutes. ♪ anyone can dream. making it a reality is the hard part. northrop...